Filling information for Sanchez Wealth Management Group as Treemap, investor disclosed 35 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 47804J107 | 47804J107 | JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 26036378 | 474338 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 24633999 | 89520 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 264120 | 1816 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 10545005 | 158191 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 14026551 | 31643 | |
| 47804J206 | 47804J206 | JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 7426842 | 149464 | |
| 97717Y527 | 97717Y527 | WISDOMTREE TR | FLOATNG RAT TREA | 42227742 | 839185 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 12066309 | 32663 | |
| 097023105 | 097023105 | BOEING CO | COM | 513127 | 2430 | |
| 126408103 | 126408103 | CSX CORP | COM | 1604043 | 47039 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 21630913 | 500716 | |
| 50212V100 | 50212V100 | LPL FINL HLDGS INC | COM | 343064 | 1578 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 225236 | 1101 | |
| 30290Y101 | 30290Y101 | FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 359974 | 75784 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 961944 | 18460 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 303348 | 1833 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 440871 | 6894 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 9980618 | 69190 | |
| 037833100 | 037833100 | APPLE INC | COM | 1405694 | 7247 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 449237 | 1799 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 307293 | 902 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 274560 | 2560 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 2950269 | 48358 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 14750047 | 313164 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 929335 | 8524 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 8693121 | 92206 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 15797256 | 357647 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 276149 | 1256 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 5604148 | 108755 | |
| 46138E511 | 46138E511 | INVESCO EXCH TRADED FD TR II | PFD ETF | 510175 | 44870 | |
| 09073M104 | 09073M104 | BIO-TECHNE CORP | COM | 1780486 | 21812 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 18373858 | 41224 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 488116 | 1154 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 399262 | 1623 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 383175 | 5276 |